Parcel locker giant InPost has done a deal to acquire PUDO network Mondial Relay. Ian Kerr (Postal Hub Podcast) and Marek Różycki (Last Mile Experts) analyse the deal:
- Creating a PUDO (pick up drop off) and parcel locker network in France
- Size of Mondial Relay’s network
- The importance of the InPost IPO
- Financing the deal
- What the deal means for Otto Group (Mondial Relay owner)
- Is the Mondial Relay deal a good option for InPost?
- Amazon’s play in France with Colis Privé
- La Poste’s strength in France (including its various brands)
- Is it a software or a hardware play?
- Carrier specific or carrier neutral
- Networks in Spain, the Netherlands and Belgium
- Implications for Amazon in France
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